Investing in Alphabet: Growth and Valuation Insights

This chapter analyzes Alphabet's financial performance and growth potential, emphasizing its primary businesses, including Google Search and YouTube. It highlights the resilience of Alphabet’s advertising revenue amidst economic challenges while addressing competitive threats and the misconceptions surrounding value investing. The discussion contrasts tech companies' investment strategies with traditional firms, revealing intricacies in company valuations and missed investment opportunities.

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Episode notes

On today’s episode, Clay breaks down four wide moat stocks to be considered for 2023. If you’ve been following along with the show for quite some time, you know that Warren Buffett loves companies with wide moats. These are the companies that are most equipped to handle the constant disruption occurring in the capitalistic marketplace.

However, even some of the widest moat and highest quality companies can be a poor investment if you pay too high of a price, so I also brought that into consideration when selecting these four companies. If you enjoy learning about individual stocks and what makes a great company, you won’t want to miss this great episode.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:58 - What it means for a company to have a wide economic moat.

03:53 - Why a wide moat is critical to assess and succeed as an investor.

05:03 - Why technology companies offer some of the most attractive opportunities for value investors.

09:42 - Why Clay believes that Alphabet and Amazon offer good value in today’s market.

26:54 - Why Amazon is a “forever hold” for legendary investors like Nick Sleep and Bill Miller.

38:58 - What super investors have taken positions in Alphabet and Amazon.

43:20 - What makes S&P Global and Sherwin Williams both companies with very strong moats.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Adam Seessel’s book: Where the Money Is.
Listen to John Huber chatting about Amazon on Millennial Investing, or watch the video.
Security Analysis Newsletter.
Check out our takeaways from Warren Buffett's Shareholder Letters. Watch the video here.
Don’t miss Clay’s review of The Education of a Value Investor by Guy Spier. Watch the video here.
Follow Clay on Twitter.

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